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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$66.8M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$48.6M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$37.2M
4
PCG
Prosperity Consulting Group
Maryland
+$10M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$680M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
3
Bank of America
Bank of America
North Carolina
-$75.2M
4
MB
Mizuho Bank
Japan
-$47.5M
5
UBS Group
UBS Group
Switzerland
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
376
Bar Harbor Wealth Management
New Hampshire
$1.43M – – –
DCM
377
Donaldson Capital Management
Indiana
$1.43M -$25.1K -191 -2%
GS
378
GTS Securities
New York
$1.42M -$1.07M -8,115 -43%
RVPG
379
Relative Value Partners Group
$1.42M – – –
PFP
380
Pinnacle Financial Partners
Tennessee
$1.41M -$10.2K -78 -0.7%
SMC
381
Smith, Moore & Co
Missouri
$1.41M -$23.4K -178 -2%
R
382
Rebalance
California
$1.41M +$7.87K +60 +0.6%
TCOV
383
Trust Company of Vermont
Vermont
$1.4M +$152K +1,156 +12%
MWM
384
McNaughton Wealth Management
California
$1.39M -$3.02K -23 -0.2%
AA
385
Ancora Advisors
Ohio
$1.38M +$143K +1,091 +12%
HI
386
Harbour Investments
Wisconsin
$1.38M +$399K +3,038 +41%
PAM
387
Palisade Asset Management
Minnesota
$1.37M +$127K +970 +10%
DT
388
Diversified Trust
Tennessee
$1.37M -$118K -900 -8%
APP
389
Avantax Planning Partners
Iowa
$1.36M -$128K -975 -9%
MBI
390
May Barnhard Investments
Maryland
$1.35M +$63.9K +487 +5%
WWA
391
WCG Wealth Advisors
Nevada
$1.35M -$79.6K -607 -6%
DWM
392
Dakota Wealth Management
Florida
$1.34M +$6.3K +48 +0.5%
PA
393
Parallel Advisors
California
$1.33M -$185K -1,412 -12%
IA
394
IFG Advisory
Georgia
$1.32M -$3.78M -28,822 -74%
PSF
395
Pacific Sun Financial
California
$1.31M -$23.6K -180 -2%
SMA
396
Sage Mountain Advisors
Georgia
$1.31M +$18.1K +138 +1%
AWC
397
Adamsbrown Wealth Consultants
Kansas
$1.3M -$9.15M -69,700 -88%
EA
398
Eudaimonia Advisors
Tennessee
$1.29M -$141K -1,074 -10%
SFPG
399
Stonebridge Financial Planning Group
Florida
$1.29M -$63.8K -486 -5%
PA
400
Pinnacle Associates
New York
$1.28M -$44.1K -336 -3%
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